Atomi Financial Group’s First Trust Morningstar Dividend Leaders Index Fund FDL Stock Holding History

Atomi Financial Group’s Portfolio FDL Stock Details FDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$297K	Buy	6,102 +542	+10%	+$27K	0.01%	1039
2026 Q1	$282K	Buy	+5,560	New	+$272K	0.01%	985
2023 Q4	–	Sell	-8,860	Closed	-$296K	–	608
2023 Q3	$296K	Buy	+8,860	New	+$307K	0.1%	242

Other funds holding FDL

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Atomi Financial Group's FDL Position: Q2 2026 in Review

Atomi Financial Group increased its First Trust Morningstar Dividend Leaders Index Fund (FDL) stake by 9.7% in Q2 2026, buying an estimated $27K and bringing the position to 6,102 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1039.

Atomi Financial Group first reported a position in FDL in Q3 2023 and has held it in 3 quarters since. 495 funds tracked by Wall St. Rank hold FDL as of Q2 2026.

Atomi Financial Group held 6,102 shares of First Trust Morningstar Dividend Leaders Index Fund worth $297K as of Q2 2026.
Atomi Financial Group bought 542 First Trust Morningstar Dividend Leaders Index Fund shares in Q2 2026, an estimated $27K.
First Trust Morningstar Dividend Leaders Index Fund made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1039 holding.
Atomi Financial Group first reported a position in First Trust Morningstar Dividend Leaders Index Fund in Q3 2023 and has held it in 3 quarters since.
495 funds tracked by Wall St. Rank held First Trust Morningstar Dividend Leaders Index Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.